Travel Agent User Guide

    Edit company setting

    You can edit your company information at Edit my company Page. This page allows you to change entire company information.

    In particular:

    • Email language: www.shopskb.com will send notification email as your default language to your company
    • Main contact email address: the email address for any update of a booking and day-to-day operation contact email 

    Staff management

    Company authorized person can access Our Staffs Page. This page allows you manage of each team member gain access to operate your business.

    There have a function for Add a New Staff which mean you can add direct from the function tab OR your staff can self register at Registration Page under your company account.

    For the self registration staff it require to authorized person to approve for their application, once approval it will automatic activate in www.shopskb.com 

    If there any self registration staff registered under your company,you can take further action on waiting for approval  staff list at Our waiting Staffs Page 

     

    our staff ito

    Add new Staff

    From Our Staffs Page, click on button 

    Fill your staff information: Email, Password, Job title, First name, Last name, User type

    Click on button ADD to finish.

    After finish, system will redirect to Set permission page to let you can set the permission for this staff.

    Approve a registered staff

    From Our waiting Staffs Page, you can click on link Approve to approve a Register Staff.

    On Approval Page you check if the register Staff's information are correctly. Click on button APPROVE to finish

    Once completed, system will redirect to Set permission page to let you delegate that staff permission to operate your business.

    Edit profile of a staff

    From Our Staffs Page, click on link Edit to go to Staff Edit Page.

    You can change: Password, Job title, First name, Last name, User type here.

    To set permission for staff you switch to tab Permissions.

    Edit permission of a staff

    You can set up permissions for a staff immediately you Add or Approve his/her account.

    Another way is from Our Staffs Page, click on link Edit to go to Staff Edit Page.

    Go to tab Permissions to edit permission of staff

    ATTENTIONS: to delegate your staff Permission to operate your business, it may contain  some sensitive information . If you are un-certainty how to set of your staff permission in our system. Please contact to our helpdesk to get more advice or see our suggestion of the following example:

    Suggestion of Permission for your staff

    Management level

    The one who's you want to let them can handle human resource and can access financial information. You can set full permission

    full per ito

    Accounting department

    The one who's can access commission information. You can set the permission as screenshot below


    accounting per ito

    Operational staff

    The one who's operate the shop and booking. You can set the permission as screenshot below

    staff per ito

    Suspend/Active a staff

    From Our Staffs Page, you can click on link Suspend | Active to suspend or active an account of staff

    Delete a staff a staff

    From Our Staffs Page, you can click on link Delete to remove a staff account from your company.

    System will ask your for confirmation before taking action to remove this account from your company.

    But we don't recommend you delete a staff. You should use suspend function instead.

    Search Duty Free and Souvenir Shop

    You can see the search form at this Page

    You can type name or location or any words about a shop to search it in our system

    View Detail of a Shop

    From Shop List you can click on button VIEW to see detail of a shop

    Make a Booking

    It has 2 ways to make booking

    1. From Shop List you can click on button BOOKING make booking on shop.
    2. From  Shop List you click on button VIEW to go to detail Page. On detail Page you click on button BOOKING.

    After you enter the Booking form, you can click on button SAVE to submit the Booking to supplier.

    Supplier will check and confirm (approve) if they are available and accept this booking. Our system will send you an email when Supplier confirm (approve) the booking or refuse it.

    Booking Management

    It lets you can manage all bookings of your company.

    Each booking has it's status

    • For Approval: Booking is made by you or any staffs in your company which is waiting for Approval from Supplier
    • Approved: Booking is approved (confirmed) by Supplier
    • Cancelled: Booking is canceled (refused) by you (Supplier)
    • Completed: Booking which the group arrived and Supplier update the Sale amount with commission information.

    Booking Types

    ShopsKB support many kinds of Booking

    • Behalf Booking: a booking be made by an Inbound Tour Operator for an Oversea Travel Agent. If you are a Travel Agent Company, you cannot make a Behalf Booking.
    • Direct Booking: a booking be made by any Inbound Tour Operator and Travel Agent for themselves
    • Direct Booking by Freelancer: a booking be made by a freelance Tour Leader. This kind of Booking just especially for Freelance Tour Leader User

    Booking Icons

    • Behalf Booking: B
    • Direct Booking:D
    • Direct Booking by Freelancer: I
    • Amendment Booking: a

    Booking List

    • For Approval: It list all Bookings which status is For Approval. You can access it here
    • Approved List: It list all Bookings which status is Approved. You can access it here
    • Cancelled List:  It list all Bookings which status is Cancelled. You can access it here
    • Completed List:  It list all Bookings which status is Completed. You can access it here

    View Detail Booking

    From any Booking List, you can see the view detail icon T you can click on it to view detail of any Booking.

    Amend Booking

    From For Approval or Approved List, you can click on cancel icon w to amend a Booking

    After you amend a booking, it will need to get Approval (Confirm) from Supplier again.

    Press button SAVE to save the change you make on the booking

    Cancel a Booking

    From For Approval or Approved List, you can click on cancel icon ] to cancel a Booking

    For a Approved Booking, system will ask you to enter the Confirmation Code to cancel it

    You must enter Remark when you want to cancel a booking.

    We suggest you enter the reason of cancellation in Remark

    Booking Schedule

    Booking Schedule Page helps you can see all booking of your company in a period

    You can set filter by Arrival Date, Supplier Name, Tour Leader, and Group Ref.

    Button RESET will clear filter and refresh the list

    Print Booking Schedule

    Form Booking Schedule Page, if you want to print the schedule out. You can click on button PRINT

    ito schedule

    Report

    The Report will show the major information of all your completed Bookings with the Sale information (Total sale, and commission amount you earn from Supplier)

    We support you to export the report to file as PDF and CSV. You can do that by click on link Export to PDF or Export to CSV.

    To export CSV file (excel sheet) it is support English version only.

    This page contain some confidential information, we recommend you (as a management level) do not set every staff can access this Page 

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